Associate, Financial Management, Technology & Data Business Management

CPP Investments | Investissements RPC; Toronto; Hybrid; CAD 100,000; Full time

Job summary

An established industry player is seeking an Associate in Financial Management within the Technology & Data sector. This role offers the opportunity to work independently on budgeting and forecasting processes while collaborating with various departments. You'll be responsible for analyzing spending trends and presenting findings to management, all within a dynamic and inclusive work environment. With a focus on integrity and high performance, this position promises accelerated career development and the chance to make a significant impact on the organization’s financial strategy.

Benefits

Hybrid work environment

Global career development opportunities

Diverse and inspiring colleagues

Qualifications

• 5+ years in financial planning & analysis, preferably with Market Data.
• Strong communication skills for clear and organized reporting.

Responsibilities

• Lead quarterly forecasting and annual budgeting for Market Data.
• Analyze spend trends and variances for informed decision-making.

Skills

Financial Planning & Analysis

Budgeting

Data Analysis

Microsoft Excel

Communication Skills

Education

Undergraduate degree in accounting, finance, or business

Professional accounting designation

Tools

Microsoft PowerPoint

Job description

Associate, Financial Management, Technology & Data Business Management

Associate, Financial Management, Technology & Data Business Management

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Company Description

Make an impact at a global and dynamic investment organization

When you join CPP Investments, you are joining one of the world’s most admired and respected institutional investors. With more than $600 billion in assets under management, CPP Investments is a professional investment management organization that globally invests the funds of the Canada Pension Plan (CPP) to help ensure it is financially sustainable for generations of working and retired Canadians.

Company Description

Make an impact at a global and dynamic investment organization

When you join CPP Investments, you are joining one of the world’s most admired and respected institutional investors. With more than $600 billion in assets under management, CPP Investments is a professional investment management organization that globally invests the funds of the Canada Pension Plan (CPP) to help ensure it is financially sustainable for generations of working and retired Canadians.

CPP Investments invests across regions and asset classes to build a globally diversified portfolio. It holds assets in public equity, private equity, real estate, infrastructure, and fixed income, and the CPP Fund is projected to reach $3 trillion in assets by 2050. The organization is headquartered in Toronto with offices in Hong Kong, London, Mumbai, New York City, San Francisco, São Paulo, and Sydney.

CPP Investments successfully attracts, selects, and retains talented individuals from top-tier institutions worldwide. Join our team for access to:

• Stimulating work in a fast-paced and intellectually challenging environment
• Accelerated exposure and responsibility
• Global career development opportunities
• Diverse and inspiring colleagues and approachable leaders
• A hybrid-flexible work environment with an emphasis on in-person collaboration
• A culture rooted in principles of integrity, partnership, and high performance
• An organization with an important social purpose that positively impacts lives
  
  

If you have a passion for performance, value a collegial and collaborative culture, and approach work with the highest integrity, invest your career here.

Job Description

We are presently recruiting for an Associate within the Technology & Data (T&D) Strategy and Operating Office. In this role, you will be accountable for the planning and analysis of the Market Data & Subscriptions expense lines across CPP Investments.

The Opportunity

• Work independently to lead and coordinate the quarterly forecasting and annual budgeting process for Market Data & Subscriptions across all departments, ensuring information accuracy
• Make abstract connections between information sources to conduct analysis around spend trends and variances
• Design and structure reports with specific information that provides clear illustration of point; this includes creatively conveying data and analysis with charts, tables and other visuals
• Drive efficiencies in the expense reporting and analysis process and present spend reporting results to business management teams and/or executives
• Address ad-hoc business requests to facilitate CPP Investments-wide discussions and analyses
• Work with the Data Scouting team on proactively identifying cost optimization opportunities for presentation to business partners
• Partner with our external vendor Calero to support our management of the Market Data Management (MDM) solution from a dashboard and reporting perspective
• Identify and develop processes that drive efficiency and effectiveness for the team
  
  

Qualifications

• Undergraduate degree in accounting, finance, business or equivalent, with a professional accounting designation
• Minimum of 5 years experience in a similar financial planning & analysis role; experience with Market Data preferred but not required
• Communicate in a clear, succinct, organized and convincing manner verbally and in writing
• Independent, resourceful and able to work collaboratively with business stakeholders and T&D colleagues
• Demonstrated experience and knowledge of accounting and budgeting concepts
• Intellectually curious, self-motivated, flexible and adaptable to changing priorities and new challenges
• Ability to quickly grasp new concepts and work in a high-performing culture, under pressure and with time-sensitive deadlines.
• Proficiency with Microsoft Office, particularly in Excel and Powerpoint
• Demonstrated ability to succeed in a high performing culture, open to and comfortable with evolving changes and new challenges
• Exemplifies our Guiding Principles of partnership, integrity and high performance
  
  

Additional Information

Visit our LinkedIn Career Page or Follow us on LinkedIn.

At CPP Investments, we are committed to diversity and equitable access to employment opportunities based on ability.

We thank all applicants for their interest but will only contact candidates selected to advance in the hiring process.

Our Commitment To Inclusion And Diversity

In addition to being dedicated to building a workforce that reflects diverse talent, we are committed to fostering an inclusive and accessible experience. If you require an accommodation for any part of the recruitment process (including alternate formats of materials, accessible meeting rooms, etc.), please let us know and we will work with you to meet your needs.

Disclaimer

CPP Investments does not accept resumes from employment placement agencies, head-hunters or recruitment suppliers that are not in a formal contractual arrangement with us. Our recruitment supplier arrangements are restricted to specific hiring needs and do not include this or other web-site job postings. Any resume or other information received from a supplier not approved by CPP Investments to provide resumes to this posting or web-site will be considered unsolicited and will not be considered. CPP Investments will not pay any referral, placement or other fee for the supply of such unsolicited resumes or information.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Information Technology

• Industries

  Investment Management

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